+89.6%
VRT vs BLK
-0.2%
+89.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.6% | +2.0% | +2.7% |
| 7D | -8.4% | -3.3% | -5.1% | -6.7% |
| 30D | -10.9% | -6.5% | -4.3% | -7.8% |
| 3M | -13.7% | +6.7% | -20.4% | -16.6% |
| 6M | -4.1% | +14.7% | -18.9% | -10.5% |
| YTD | +58.7% | +2.5% | +56.2% | +54.4% |
| 1Y | +89.6% | -2.8% | +92.4% | +87.1% |
| All | +89.6% | -0.2% | +89.8% | +87.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BLK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling